Filed June 7, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $74,422 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $16,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,482 | $50,127+18.7% | $149,673-60.3% | $80,160-25.8% |
| Participation rate | 33.5% | 64.3%-30.8pp | 78.8%-45.3pp | 72.9%-39.5pp |
| Annual return | 24.75% | 29.82%-5.1pp | 134.42%-109.7pp | 40.38%-15.6pp |
| Employer contribution / active EE | $125 | $1,865-93.3% | $4,818-97.4% | $2,978-95.8% |
| Participant deferral / active EE | $2,528 | $3,194-20.8% | $5,680-55.5% | $5,017-49.6% |
| Admin fee / account holder | $95 | $153-37.8% | $13,210-99.3% | $145-34.5% |